BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
-4.65%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.31B
AUM Growth
-$64.1M
(-4.6%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
31.64%
Holding
394
New
44
Increased
145
Reduced
120
Closed
38
Top Buys
Top Sells
| 1 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$34.6M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$28.4M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$17.2M |
| 4 |
Invesco Total Return Bond ETF
GTO
|
$13.9M |
| 5 |
Fidelity MSCI Financials Index ETF
FNCL
|
$12.9M |
Sector Composition
| 1 | Technology | 12.11% |
| 2 | Healthcare | 8.11% |
| 3 | Consumer Discretionary | 6.74% |
| 4 | Financials | 5.95% |
| 5 | Communication Services | 5.55% |
